JPMorgan Chase & Co
JPM- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000019617
近 90 天，JPMorgan Chase & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 5,157 家機構在 13F 申報持有，市值合計 $6,437 億；維京全球投資、馬克爾集團等 7 位大師持有。
2021 年第 4 季 13F 持有人
JPMorgan Chase & Co 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,595
- 較 2021 年第 3 季 +409 家
- 持有股數
- 20.9 億
- 較 2021 年第 3 季 +27.5 萬 (0.0%)
- 總市值
- $3,301 億
- 較 2021 年第 3 季 −$114.0 億 (−3.3%)
- 新進機構
- 498
- 另有 1,592 家加碼
- 清倉機構
- 89
- 另有 1,167 家減碼
另有 53 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 5,157 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,721 億 |
| 2025 年第 4 季 | 5,155 | $6,395 億 |
| 2025 年第 3 季 | 4,766 | $6,180 億 |
| 2025 年第 2 季 | 4,753 | $5,824 億 |
| 2025 年第 1 季 | 4,680 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,216 | $4,294 億 |
| 2024 年第 2 季 | 4,182 | $4,162 億 |
| 2024 年第 1 季 | 4,121 | $4,145 億 |
| 2023 年第 4 季 | 4,002 | $3,518 億 |
| 2023 年第 3 季 | 3,711 | $2,970 億 |
| 2023 年第 2 季 | 3,673 | $2,976 億 |
| 2023 年第 1 季 | 3,613 | $2,663 億 |
| 2022 年第 4 季 | 3,629 | $2,783 億 |
| 2022 年第 3 季 | 3,396 | $2,129 億 |
| 2022 年第 2 季 | 3,428 | $2,293 億 |
| 2022 年第 1 季 | 3,520 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $3,301 億 |
| 2021 年第 3 季 | 3,239 | $3,420 億 |
| 2021 年第 2 季 | 3,246 | $3,293 億 |
| 2021 年第 1 季 | 3,218 | $3,303 億 |
2021 年第 4 季持有機構
每家機構持有 JPMorgan Chase & Co 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Community Bank of Raymore | 92,435 | $1,429 萬 | 6.20% | −10,880−10.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 90,113 | $1,427 萬 | 0.81% | +4,214+4.9% | 加碼 |
| Great Lakes Advisors, LLC | 90,069 | $1,426 萬 | 0.22% | +17,019+23.3% | 加碼 |
| Calamos Wealth Management LLC | 90,011 | $1,425 萬 | 1.04% | +664+0.7% | 加碼 |
| Cincinnati Financial Corp | 90,000 | $1,425 萬 | 0.30% | 00.0% | 不變 |
| Adviser Investments LLC | 89,896 | $1,424 萬 | 0.96% | +2,204+2.5% | 加碼 |
| Dowling & Yahnke LLC | 89,813 | $1,422 萬 | 0.68% | −100−0.1% | 減碼 |
| Perfromance Wealth Partners, LLC | 89,795 | $1,422 萬 | 0.57% | +89,795 | 新進 |
| Leavell Investment Management, Inc. | 89,483 | $1,417 萬 | 0.94% | +299+0.3% | 加碼 |
| Diversified Trust Co | 89,364 | $1,415 萬 | 0.47% | +4,527+5.3% | 加碼 |
| Citizens Business Bank | 88,488 | $1,401 萬 | 1.72% | +1,131+1.3% | 加碼 |
| Brown Brothers Harriman & Co | 88,098 | $1,395 萬 | 0.08% | +7,040+8.7% | 加碼 |
| Ledyard National Bank | 87,645 | $1,388 萬 | 1.33% | +652+0.7% | 加碼 |
| Transcend Wealth Collective, LLC | 87,142 | $1,380 萬 | 1.22% | −11,501−11.7% | 減碼 |
| Cannell Peter B & Co Inc | 87,110 | $1,379 萬 | 0.39% | −450−0.5% | 減碼 |
| Private Trust Co NA | 86,821 | $1,375 萬 | 1.90% | −3,566−3.9% | 減碼 |
| Sand Hill Global Advisors, LLC | 86,775 | $1,374 萬 | 0.77% | +882+1.0% | 加碼 |
| Q Capital Solutions | 86,758 | $1,374 萬 | 8.65% | +13,433+18.3% | 加碼 |
| Biondo Investment Advisors, LLC | 86,749 | $1,374 萬 | 2.29% | −225−0.3% | 減碼 |
| Cohen Capital Management, Inc. | 86,752 | $1,374 萬 | 2.25% | 00.0% | 不變 |
| Nicola Wealth Management Ltd. | 86,700 | $1,373 萬 | 1.29% | +8,200+10.4% | 加碼 |
| Geneos Wealth Management Inc. | 86,633 | $1,372 萬 | 0.52% | −3,179−3.5% | 減碼 |
| Simmons Bank | 86,613 | $1,372 萬 | 0.96% | −3,376−3.8% | 減碼 |
| Circle Wealth Management, LLC | 86,483 | $1,370 萬 | 1.79% | +774+0.9% | 加碼 |
| Discovery Capital Management, LLC | 86,300 | $1,367 萬 | 1.06% | +86,300 | 新進 |
| Alerus Financial NA | 86,236 | $1,366 萬 | 1.11% | −19,764−18.6% | 減碼 |
| Prime Capital Investment Advisors, LLC | 85,803 | $1,359 萬 | 0.73% | +10,038+13.2% | 加碼 |
| Hilton Capital Management, LLC | 85,719 | $1,357 萬 | 1.25% | −1,493−1.7% | 減碼 |
| Hoylecohen, LLC | 85,603 | $1,356 萬 | 1.13% | +2,004+2.4% | 加碼 |
| Lyell Wealth Management, LP | 85,597 | $1,355 萬 | 1.55% | +1,471+1.7% | 加碼 |
| American Portfolios Advisors | 85,481 | $1,354 萬 | 0.46% | +5,993+7.5% | 加碼 |
| ExodusPoint Capital Management, LP | 85,452 | $1,353 萬 | 0.17% | +29,937+53.9% | 加碼 |
| Rice Partnership, LLC | 85,254 | $1,350 萬 | 3.84% | +1,223+1.5% | 加碼 |
| JCIC Asset Management Inc. | 85,120 | $1,348 萬 | 4.04% | −300−0.4% | 減碼 |
| Peak Asset Management, LLC | 84,957 | $1,345 萬 | 3.10% | −304−0.4% | 減碼 |
| Charter Trust Co | 84,855 | $1,344 萬 | 1.14% | +2,384+2.9% | 加碼 |
| Prospector Partners LLC | 84,800 | $1,343 萬 | 1.55% | −1,250−1.5% | 減碼 |
| Desjardins Global Asset Management Inc. | 84,693 | $1,341 萬 | 1.15% | +84,693 | 新進 |
| Richard Bernstein Advisors LLC | 84,466 | $1,338 萬 | 0.26% | −11,689−12.2% | 減碼 |
| Courier Capital LLC | 84,397 | $1,336 萬 | 1.24% | −2,416−2.8% | 減碼 |
| IFP Advisors, Inc | 84,148 | $1,334 萬 | 0.26% | +1,404+1.7% | 加碼 |
| Edgestream Partners, L.P. | 83,838 | $1,328 萬 | 0.83% | +54,336+184.2% | 加碼 |
| Integrated Advisors Network LLC | 83,684 | $1,325 萬 | 0.78% | +257+0.3% | 加碼 |
| Forum Financial Management, LP | 83,301 | $1,319 萬 | 0.68% | +83,301 | 新進 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 83,150 | $1,317 萬 | 2.18% | 00.0% | 不變 |
| Park Avenue Securities LLC | 82,719 | $1,310 萬 | 0.23% | +7,104+9.4% | 加碼 |
| Inverness Counsel LLC | 82,717 | $1,310 萬 | 0.48% | +34,612+72.0% | 加碼 |
| Lincoln National Corp | 82,235 | $1,302 萬 | 0.26% | +3,120+3.9% | 加碼 |
| Private Advisory Group LLC | 82,201 | $1,302 萬 | 2.66% | +3,797+4.8% | 加碼 |
| Transform Wealth, LLC | 82,187 | $1,301 萬 | 1.36% | −528−0.6% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 82,058 | $1,299 萬 | 1.35% | +800+1.0% | 加碼 |
| Cape Cod Five Cents Savings Bank | 82,052 | $1,299 萬 | 1.24% | −2,028−2.4% | 減碼 |
| Hudson Valley Investment Advisors Inc | 82,025 | $1,299 萬 | 2.03% | −471−0.6% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 82,000 | $1,299 萬 | 1.63% | 00.0% | 不變 |
| Means Investment Co., Inc. | 81,969 | $1,298 萬 | 2.31% | +3,262+4.1% | 加碼 |
| CWM, LLC | 81,957 | $1,298 萬 | 0.09% | +81,957 | 新進 |
| Sonora Investment Management Group, LLC | 81,876 | $1,297 萬 | 1.51% | +81,876 | 新進 |
| Cypress Capital Group | 81,793 | $1,295 萬 | 1.62% | +176+0.2% | 加碼 |
| Intact Investment Management Inc. | 81,800 | $1,295 萬 | 0.33% | +8,000+10.8% | 加碼 |
| Cutler Group LP | 81,625 | $1,293 萬 | 0.89% | +78,025+2,167.4% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 81,470 | $1,290 萬 | 2.47% | −9,514−10.5% | 減碼 |
| Burns J W & Co Inc | 81,450 | $1,290 萬 | 1.87% | +41+0.1% | 加碼 |
| Great Valley Advisor Group, Inc. | 80,341 | $1,282 萬 | 0.79% | +18,393+29.7% | 加碼 |
| Winslow Asset Management Inc | 80,781 | $1,279 萬 | 2.26% | +147+0.2% | 加碼 |
| Ferris Capital, LLC | 80,264 | $1,271 萬 | 2.76% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 80,066 | $1,268 萬 | 0.94% | −14,022−14.9% | 減碼 |
| General American Investors Co Inc | 80,000 | $1,267 萬 | 0.99% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 79,532 | $1,259 萬 | 0.56% | +3,256+4.3% | 加碼 |
| German American Bancorp, Inc. | 78,988 | $1,251 萬 | 1.75% | +1,189+1.5% | 加碼 |
| Haverford Financial Services, Inc. | 78,849 | $1,249 萬 | 2.83% | −2,710−3.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 78,844 | $1,249 萬 | 1.16% | +1,269+1.6% | 加碼 |
| Siemens Fonds Invest GmbH | 78,625 | $1,246 萬 | 0.82% | +1,371+1.8% | 加碼 |
| Girard Partners Ltd. | 78,680 | $1,246 萬 | 1.35% | +1,784+2.3% | 加碼 |
| 1st Source Bank | 78,424 | $1,242 萬 | 0.73% | −351−0.4% | 減碼 |
| Thompson Investment Management, Inc. | 77,977 | $1,235 萬 | 1.75% | −2,063−2.6% | 減碼 |
| Verdence Capital Advisors LLC | 77,909 | $1,234 萬 | 1.45% | +422+0.5% | 加碼 |
| Strategic Global Advisors, LLC | 77,604 | $1,229 萬 | 1.60% | +6,304+8.8% | 加碼 |
| D L Carlson Investment Group Inc | 77,358 | $1,225 萬 | 1.96% | −2,789−3.5% | 減碼 |
| Ardent Capital Management, Inc. | 77,109 | $1,221 萬 | 8.11% | +77,109 | 新進 |
| Wolverine Trading, LLC | 76,762 | $1,217 萬 | 0.16% | −64,448−45.6% | 減碼 |
| Compton Capital Management Inc | 76,780 | $1,216 萬 | 3.16% | +241+0.3% | 加碼 |
| TownSquare Capital, LLC | 76,671 | $1,214 萬 | 0.30% | +2,700+3.7% | 加碼 |
| Ycg, LLC | 76,085 | $1,205 萬 | 1.06% | −957−1.2% | 減碼 |
| Punch & Associates Investment Management, Inc. | 75,236 | $1,191 萬 | 0.62% | +168+0.2% | 加碼 |
| Moreno Evelyn V | 75,063 | $1,189 萬 | 2.38% | +4,352+6.2% | 加碼 |
| Earnest Partners LLC | 74,991 | $1,188 萬 | 0.07% | −4,575−5.7% | 減碼 |
| Security Asset Management | 74,908 | $1,186 萬 | 4.61% | −2,428−3.1% | 減碼 |
| Cypress Asset Management Inc | 74,593 | $1,181 萬 | 2.81% | −1,034−1.4% | 減碼 |
| Tudor Investment Corp Et Al | 74,549 | $1,181 萬 | 0.23% | +48,605+187.3% | 加碼 |
| Wetherby Asset Management Inc | 74,546 | $1,180 萬 | 0.67% | +1,485+2.0% | 加碼 |
| NewEdge Wealth, LLC | 74,380 | $1,178 萬 | 0.49% | +6,539+9.6% | 加碼 |
| JustInvest LLC | 74,085 | $1,173 萬 | 0.69% | +16,365+28.4% | 加碼 |
| Community Bank, N.A. | 74,048 | $1,173 萬 | 1.35% | −1,228−1.6% | 減碼 |
| Pettee Investors, Inc. | 73,990 | $1,172 萬 | 4.91% | −535−0.7% | 減碼 |
| Resource Management, LLC | 73,874 | $1,170 萬 | 1.21% | +305+0.4% | 加碼 |
| King Wealth | 73,813 | $1,169 萬 | 2.17% | +1,209+1.7% | 加碼 |
| Northern Oak Wealth Management Inc | 73,562 | $1,165 萬 | 1.32% | +385+0.5% | 加碼 |
| Eagle Ridge Investment Management | 73,511 | $1,164 萬 | 1.22% | −1,672−2.2% | 減碼 |
| Miracle Mile Advisors, LLC | 73,433 | $1,163 萬 | 0.45% | −545−0.7% | 減碼 |
| GHP Investment Advisors, Inc. | 73,264 | $1,160 萬 | 0.82% | +2,080+2.9% | 加碼 |